Working with Open Enrollment Categories

A category definition contains the properties, contextual data, steps, and other options that can be included in an activity guide template. You will use the Categories component to associate these steps to a related content service that navigates the user to an application transaction page to perform a specific task. Not all steps need be included in a template, but all possible steps must be included in the category to be considered for a template.

The PeopleSoft application delivers the OpenEnrollment activity guide category.

Delivered Open Enrollment Category Steps

The following table lists the delivered steps for the OpenEnrollment category:

Step Description Additional Information

ACKNOWLEDGEMENT

Acknowledgement

The system delivers the OB1 parameter value as temporary data for this step as the acknowledgement parameter under the Additional Step Content section of the Enterprise Components: AG Composer Categories - Steps Page.

Important: You will need to change the parameter based on the Acknowledgement ID you create using the Acknowledgement Framework.

For information on Acknowledgement Framework, see Enterprise Components: Understanding the Acknowledgement Framework.

ADDRESS

Home and Mailing Address

 

BENEFIT SUMMARY

Benefits Summary

 

CONTACT INFO

Contact Information

 

DEPENDENTBENEF

Dependent/Beneficiary Info

 

ENROLLMENT

Benefits enrollment

 

INTRODUCTION

Before the start video

 

NAME

Name

 

SUMMARY

SUMMARY_ONLY

Summary page

Summary page without ‘Go to Steps’ option

The OPENENROLLMENT category delivers two summary steps: SUMMARY and SUMMARY_ONLY.

SUMMARY lists all the steps in the activity guide and your employees can choose to go to any previous step from here.

SUMMARY_ONLY provides a text field and no list of steps.

You can modify the delivered template and choose which summary step to include in your Open Enrollment activity guide.

WELCOME_VIDEO

Welcome instruction and Video